QAV S04E01 — The Fudge Slope

In our first episode of 2021, we review our port­fo­lio’s CY20 per­for­mance; mar­gin loan rates; What TK does on a daily/weekly basis for man­ag­ing his port­fo­lio; rel­a­tive QAV per­for­mance of large vs mid vs small cap com­pa­nies; the ‘min­i­mum’ amount of stock some­one just get­ting start­ed should buy; fudg­ing ECX and VUK; whether or not we should rebal­ance every so often; Tony’s views on CSL; the recent drop in the prices of some gold min­ers; under­stand­ing the for­mu­la in col­umn BK of the mas­ter check­list; why com­pa­nies can have a qual­i­ty score of >100%; and Stock Doc­tor prob­lems regard­ing report­ing of direc­tor hold­ings.